Civic Intelligence

La Costa Meadows School Parent Teachers Organization

990 • Fiscal year 2016 • EIN 33-0254169

Jul 01, 2015 to Jun 30, 2016 • Filed on May 19, 2017

Organization ProfileWWW.SMUSD.ORG/DOMAIN/559
6889 El Fuerte StreetCarlsbad, CA 92009

(760) 290-2121

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

54th percentile

4.7%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

55th percentile

4.3%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

$250,833

No earlier filing loaded for comparison.

Net Assets

$250,193

No earlier filing loaded for comparison.

Liabilities

$640

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin54th percentile

Revenue

$226,256

No earlier filing loaded for comparison.

Expenses

$215,701

No earlier filing loaded for comparison.

Net Income

$10,555

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2016: $250,833Liabilities 2016: $640Net Assets 2016: $250,1932016Assets 2017: $258,329Liabilities 2017: $453Net Assets 2017: $257,8762017Assets 2019: $272,890Liabilities 2019: $2,002Net Assets 2019: $270,8882019Assets 2020: $241,552Liabilities 2020: $924Net Assets 2020: $240,6282020Assets 2022: $214,788Liabilities 2022: $924Net Assets 2022: $213,8642022Assets 2024: $241,277Liabilities 2024: $0Net Assets 2024: $241,2772024

Highlighted filing

2016

Assets$250,833
Liabilities$640
Net Assets$250,193
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2016: $226,256Expenses 2016: $215,701Net Income 2016: $10,5552016Revenue 2017: $245,865Expenses 2017: $238,182Net Income 2017: $7,6832017Revenue 2019: $159,314Expenses 2019: $176,430Net Income 2019: -$17,1162019Revenue 2020: $260,199Expenses 2020: $266,388Net Income 2020: -$6,1892020Revenue 2022: $248,998Expenses 2022: $237,206Net Income 2022: $11,7922022Revenue 2024: $255,502Expenses 2024: $264,348Net Income 2024: -$8,8462024

Highlighted filing

2016

Revenue$226,256
Expenses$215,701
Net Income$10,555
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 19, 2017
Return Version
2015v3.0
Gross Receipts
$304,433
Mission and Program Overview

Mission

Support for students, families, and staff of la costa meadows elementary school

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$150,114$200,188▲ $50,074
Cash and Non-Interest-Bearing Accounts$90,469$50,645▼ $39,824
Total Assets$240,583$250,833▲ $10,250
Liabilities
Other Liabilities$945$640▼ $305
Total Liabilities$945$640▼ $305
Net Assets / Fund Balance
Unrestricted Net Assets$239,638$250,193▲ $10,555
Total Net Assets Fund Balance$239,638$250,193▲ $10,555
Total Liabilities and Net Assets / Fund Balance$240,583$250,833▲ $10,250
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Cindy ChavezPresident
Kathleen DuffelActivities D
Cathy BrunckhurstSecretary
Leeanne LeonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,621
Program Service Revenue
$26,621
Investment Income
$73
Other Revenue
$130,941
All Other Contributions
$68,621
Change in Net Assets
$10,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,402
Total Fundraising Expense$37,741
Professional Fundraising Fees$31,299
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$41,404$384$6,442$48,230
Fees for Services Professional Fundraising--$31,299$31,299
Other Expenses$11,965--$11,965
Fees for Services Other-$4,775-$4,775
Office Expenses-$2,721-$2,721
Insurance-$630-$630
Fees for Services Accounting-$525-$525
Total Functional Expenses$168,925$9,035$37,741$215,701
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$209,118
Fundraising Direct Expenses$78,177
Professional Fundraising Fees$31,299

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Halloween Carni$91,822$91,822$35,806$56,016
Dolphin Dash$82,096$82,096$10,738$71,358
Total Events$190,245$190,245$69,500$120,745
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$640
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The executive board reviews the return at their executive meeting before filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial information is made available to members and school families at general membership meetings.”

Filing and Contact Details

Filer

Filer Name
La Costa Meadows School
EIN
33-0254169
Phone
7602902121
Address
6889 EL FUERTE STREET, CARLSBAD, CA 92009

Signing Officer

Name
Leeanne Leon
Title
Treasurer
Phone
7602902121
Signed
2017-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Chavez
Formed
1992
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
100

Preparer

Firm
HACKETT METSKER & OSWALD CPA'S
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Awards & recognition 7,315 0 0 wave incentives 0 0 6,442 equipment for school 6,396 0 0 student council & yearboo 6,147 0 0 educational assemblies 4,545 0 0 biz town participation 3,465 0 0 parent child events 3,033 0 0 music program support 2,340 0 0 staff & volunteer support 2,177 0 0 library support 1,964 0 0 reading intervention lab 1,693 0 0 running program 1,006 0 0 track team 869 0 0 character education 454 0 0 box tops costs 0 155 0 returned checks 0 154 0 tax filing fees 0 75 0”

Raw XML Appendix359 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT FOR STUDENTS, FAMILIES, AND STAFF OF LA COSTA MEADOWS ELEMENTARY SCHOOL
IRS990/AllOtherContributionsAmt068621
IRS990/AllOtherExpensesGrp/FundraisingAmt06442
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0384
IRS990/AllOtherExpensesGrp/ProgramServicesAmt041404
IRS990/AllOtherExpensesGrp/TotalAmt048230
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0LA COSTA MEADOWS PTO TREASURER
IRS990/BooksInCareOfDetail/PhoneNum07602902121
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06889 EL FUERTE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0920095923
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt090469
IRS990/CashNonInterestBearingGrp/EOYAmt050645
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt068621
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt073
IRS990/CYOtherExpensesAmt0184402
IRS990/CYOtherRevenueAmt0130941
IRS990/CYProgramServiceRevenueAmt026621
IRS990/CYRevenuesLessExpensesAmt010555
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0215701
IRS990/CYTotalFundraisingExpenseAmt037741
IRS990/CYTotalProfFndrsngExpnsAmt031299
IRS990/CYTotalRevenueAmt0226256
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CURRICULUM SUPPORT - PROVIDES SUPPORT FOR CLASSROOM LEARNING INCLUDING CURRICULUM AND STAFF
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0108929
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0525
IRS990/FeesForServicesAccountingGrp/TotalAmt0525
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04775
IRS990/FeesForServicesOtherGrp/TotalAmt04775
IRS990/FeesForServicesProfFundraising/FundraisingAmt031299
IRS990/FeesForServicesProfFundraising/TotalAmt031299
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt025.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt315.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0CINDY CHAVEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1LEEANNE LEON
IRS990/Form990PartVIISectionAGrp/PersonNm2CATHY BRUNCKHURST
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHLEEN DUFFEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3ACTIVITIES D
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt078177
IRS990/FundraisingGrossIncomeAmt0209118
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0304433
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0630
IRS990/InsuranceGrp/TotalAmt0630
IRS990/InvestmentIncomeGrp/ExclusionAmt073
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt073
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT FOR STUDENTS, FAMILIES, AND STAFF OF LA COSTA MEADOWS ELEMENTARY SCHOOL
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0239638
IRS990/NetAssetsOrFundBalancesEOYAmt0250193
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0130941
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0130941
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02721
IRS990/OfficeExpensesGrp/TotalAmt02721
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0INSTRUCT SUPPORT FOR TE
IRS990/OtherExpensesGrp/Desc1TECHNOLOGY
IRS990/OtherExpensesGrp/Desc2INSTRUCTIONAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3CLASSROOM SUPPORT
IRS990/OtherExpensesGrp/ProgramServicesAmt057700
IRS990/OtherExpensesGrp/ProgramServicesAmt139200
IRS990/OtherExpensesGrp/ProgramServicesAmt218656
IRS990/OtherExpensesGrp/ProgramServicesAmt311965
IRS990/OtherExpensesGrp/TotalAmt057700
IRS990/OtherExpensesGrp/TotalAmt139200
IRS990/OtherExpensesGrp/TotalAmt218656
IRS990/OtherExpensesGrp/TotalAmt311965
IRS990/OtherLiabilitiesGrp/BOYAmt0945
IRS990/OtherLiabilitiesGrp/EOYAmt0640
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CINDY CHAVEZ
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgramServiceRevenueGrp/Desc0PARENT CHILD EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1YEARBOOK
IRS990/ProgramServiceRevenueGrp/Desc2AFTERSCHOOL ENRICHMENT
IRS990/ProgramServiceRevenueGrp/Desc3ART PROGRAM
IRS990/ProgramServiceRevenueGrp/ExclusionAmt07444
IRS990/ProgramServiceRevenueGrp/ExclusionAmt17330
IRS990/ProgramServiceRevenueGrp/ExclusionAmt27123
IRS990/ProgramServiceRevenueGrp/ExclusionAmt34724
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07444
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17330
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27123
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34724
IRS990/ProgSrvcAccomActy2Grp/Desc0STUDENT AND FAMILY INVOLVEMENT ACTIVITIES, STUDENT WELFARE AND RECOGNITION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt058121
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07444
IRS990/ProgSrvcAccomActy3Grp/Desc0AFTERSCHOOL ENRICHMENT - PROVIDES SUPPLIES & SUPPORT FOR ENRICHMENT ACTIVITIES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01875
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt07123
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt069778
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt070
IRS990/PYOtherExpensesAmt0319474
IRS990/PYOtherRevenueAmt0144223
IRS990/PYProgramServiceRevenueAmt0171800
IRS990/PYRevenuesLessExpensesAmt025357
IRS990/PYTotalExpensesAmt0360514
IRS990/PYTotalProfFndrsngExpnsAmt041040
IRS990/PYTotalRevenueAmt0385871
IRS990/ReconcilationRevenueExpnssAmt010555
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt012054
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0150114
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt074377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062086
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0339631
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt073
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0108
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0233
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0468
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0952
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0452875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0364799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0292766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0260706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01371146
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0235739
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt019994
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt022123
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt034787
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt030095
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0342738
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0108
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0233
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0468
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0952
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt02053515
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0304360
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0542647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0461299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0389639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0355570
IRS990ScheduleA/Total509Grp/TotalAmt02053515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0304433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0542717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0461407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0389872
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0356038
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02054467
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/TotalLiabilityAmt0640
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt069500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HALLOWEEN CARNI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DOLPHIN DASH
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012048
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt091822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt082096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0190245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt091822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt082096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0190245
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0120745
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0189
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0189
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010719
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt057263
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035806
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010738
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE BOARD REVIEWS THE RETURN AT THEIR EXECUTIVE MEETING BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL INFORMATION IS MADE AVAILABLE TO MEMBERS AND SCHOOL FAMILIES AT GENERAL MEMBERSHIP MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AWARDS & RECOGNITION 7,315 0 0 WAVE INCENTIVES 0 0 6,442 EQUIPMENT FOR SCHOOL 6,396 0 0 STUDENT COUNCIL & YEARBOO 6,147 0 0 EDUCATIONAL ASSEMBLIES 4,545 0 0 BIZ TOWN PARTICIPATION 3,465 0 0 PARENT CHILD EVENTS 3,033 0 0 MUSIC PROGRAM SUPPORT 2,340 0 0 STAFF & VOLUNTEER SUPPORT 2,177 0 0 LIBRARY SUPPORT 1,964 0 0 READING INTERVENTION LAB 1,693 0 0 RUNNING PROGRAM 1,006 0 0 TRACK TEAM 869 0 0 CHARACTER EDUCATION 454 0 0 BOX TOPS COSTS 0 155 0 RETURNED CHECKS 0 154 0 TAX FILING FEES 0 75 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0240583
IRS990/TotalAssetsEOYAmt0250833
IRS990/TotalAssetsGrp/BOYAmt0240583
IRS990/TotalAssetsGrp/EOYAmt0250833
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt068621
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt037741
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09035
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0168925
IRS990/TotalFunctionalExpensesGrp/TotalAmt0215701
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0945
IRS990/TotalLiabilitiesEOYAmt0640
IRS990/TotalLiabilitiesGrp/BOYAmt0945
IRS990/TotalLiabilitiesGrp/EOYAmt0640
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0239638
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0250193
IRS990/TotalProgramServiceExpensesAmt0168925
IRS990/TotalProgramServiceRevenueAmt026621
IRS990/TotalRevenueGrp/ExclusionAmt0157635
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0226256
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0240583
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0250833
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0239638
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0250193
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0HTTP://WWW.SMUSD.ORG/DOMAIN/559
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEEANNE LEON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07602902121
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA COSTA MEADOWS SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHERS ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LACO
ReturnHeader/Filer/EIN0330254169
ReturnHeader/Filer/PhoneNum07602902121
ReturnHeader/Filer/USAddress/AddressLine1Txt06889 EL FUERTE STREET
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092009
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKETT METSKER & OSWALD CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02017-05-19T16:07:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,833
Liabilities
$640
Net assets
$250,193
Revenue
$226,256
Expenses
$215,701
Net income
$10,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.00$2.41$2.56$2.64$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.01$2.14$2.49$2.37$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.01$2.41$2.60$2.66$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.02$2.71$1.59$1.76$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$2.46$2.38$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.51$0.01$2.50$2.26$2.16$0.11